Pure Financial Advisors’s HSBC HSBC Stock Holding History

Pure Financial Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	6,204 +736	+13%	+$67.2K	0.01%	346
2026 Q1	$451K	Buy	5,468 +1,653	+43%	+$140K	0.01%	354
2025 Q4	$300K	Buy	3,815 +843	+28%	+$60.3K	﹤0.01%	415
2025 Q3	$211K	Buy	+2,972	New	+$193K	﹤0.01%	472

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pure Financial Advisors's HSBC Position: Q2 2026 in Review

Pure Financial Advisors increased its HSBC (HSBC) stake by 13% in Q2 2026, buying an estimated $67.2K and bringing the position to 6,204 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #346.

Pure Financial Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Pure Financial Advisors held 6,204 shares of HSBC worth $590K as of Q2 2026.
Pure Financial Advisors bought 736 HSBC shares in Q2 2026, an estimated $67.2K.
HSBC made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #346 holding.
Pure Financial Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.